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Building 2COURIER CAPITAL, LLC

Map pinBUFFALO, NY
Phone716-883-9595
NotebookSEC #801-107119
Total AUM
$3.6B
Employees
26
Clients
2,212

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1114 DELAWARE AVENUE
BUFFALO
NY 14209-1604
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
716-883-9595
Other Offices
4

ReceiptFinancials

Total AUM
$3.6B
Accounts
3,857
Discretionary
$3.1B
Accounts
3,699
Non-Discretionary
$504.1M
Accounts
158

ContactClients

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Individual Clients
1,738
AUM
$635.7M
HNW Individual Clients
356
AUM
$1.8B
Pension/Profit Sharing Plan Clients
45
AUM
$548.3M
Charitable Organization Clients
35
AUM
$456.4M
Corporation or Business Clients
38
AUM
$159.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILLAMAMDNCNYOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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